Riviera Multifinance

Who are we ?

Riviera MultiFinance is a Wealth Management Consulting firm serving French and international private clients, providing personalized professional services.

Stéphane Chamouret, graduate of a Business School, holds a Master's degree in International Wealth Management Engineering and an Executive MBA from HEC (Paris). In 2005, after a successful career in private banking, he decided to fully dedicate himself to the personalized support of his clients

Our values

Our structure allows us to have complete independence from our partners, avoiding conflicts of interest and allowing us to bring you the best opportunities.

As a result, our investment advice and recommendations are made solely in your immediate and long-term interests. This ability to provide reliable and personalized support allows us to build long-term relationships with our clients.

Transparency is essential as it forms the basis of trust between an advisor and their client.

We make sure to clearly present the advantages and constraints of the solutions that can be implemented, as well as our regulated remuneration methods, through a clear and detailed mission letter without surprises.

Listening is a cornerstone of the advisor's profession. Our human-centric approach allows us to address your wealth management issues in the most suitable way for your situation and aspirations.

We analyze all aspects of our client's environment (family, legal, tax, social, economic) to provide coherent advice.

Whether you are in France or abroad, our services adapt to ensure optimal support, thanks to our various digital tools (electronic signature, videoconferencing, etc.) and paper-based methods. We are able to assist diverse profiles in both French and English.

Our aim is to provide clear explanations of how taxation works and the highlighted solutions, using documents and clear explanations to ensure your complete understanding of the operations.

Our advisors are multi-skilled, coming from various professional backgrounds certified by Bachelor's and Master's degrees, updated annually through continuing education programs.

In addition to being Investment Advisors (CIF), we are also credit and insurance brokers, as well as intermediaries/advisors in real estate. With these different statuses, we are able to provide comprehensive support for all your wealth projects.

Our Methodology:

Listening

To begin, we take the time to get to know each other, conduct an audit of your assets, and define your investor profile.

Analysis

We study your assets based on your personality and aspirations, and then present our recommended solutions during a new meeting.

Implementation

We propose a set of solutions and opportunities tailored to your profile in clear and transparent contracts.

Monitoring and Follow-up

Periodically, we stay in contact to ensure that your investments remain in line with your ambitions, in order to achieve your goals together.

" We aim to develop long-term relationships with our clients because we believe it is a source of efficiency. Our relationships are based on the fundamental values of listening, trust, and responsiveness."

Key figures...

33%

of our clients are of foreign nationality, and we communicate with them inwritten and oral form,mainly in English.

87%

of our clients trust us to be the trusted advisor for their entire family (grandparents, parents, children).

100%

of our clients express their disappointment with the services offered by traditional banks compared to the support and guidance we provide.

The best way to understand why they find it advantageous to use our services is still to contact us...

Our accreditations

CIF

Registered Financial Investment Advisor with the National Association of Financial Advisors-CIF (ANACOFI-CIF) under registration number E001615, an association approved by the French Financial Markets Authority (AMF).

IAS / IOBSP

Insurance Intermediary (IAS)
in the category of Insurance Broker.
Intermediary in Banking Operations and Payment Services (IOBSP)
in the category of broker.
The activities of IAS and IOBSP are supervised by the Prudential Control and Resolution Authority (ACPR).

Real Estate Agent

Authorized real estate agent to carry out transactions on properties and businesses, license number T: n°CPI0605 2016 000 009 004 issued by the CCI Nice Cote d'Azur.

Since 2008, Riviera MultiFinance has been assisting you with:

De-tax

Prepare for your retirement, pass on

Generate additional income

Acquire knowledge

Ensure your projects

Finance your projects

Buy or sell a property

Save effectively

and more...

Nos Agréments

CIF

Licensed real estate agent authorized to conduct transactions on buildings and businesses, card T No. CPI0605 2016 000 009 004 issued by the CCI Nice Cote d'Azur.

IAS / IOBSP

Insurance intermediary (IAS) in the category of insurance broker. Intermediary in Banking Operations and Payment Services (IOSBP) as a broker. The activities of IAS and IOSBP are supervised by the Prudential and Resolution Authority (ACPR).

Real estate agent